Leib Zeisler has been building wealth for clients since 1982. Leib enjoys developing long-term collaborative relationships with clients, and seeing his strategies and recommendations come to fruition. Prior to joining National Bank Financial in 2018, Leib was a Wealth Advisor with RBC Dominion Securities for over thirty years. He was named to the Executive Council of RBC DS for twenty-five consecutive years. Prior to entering the financial services industry, Leib was an outreach worker with the Youth Services Bureau of Ottawa. Leib earned his undergraduate degree (B. Arts, Psychology and Law) from Carlton University.
We work together to achieve your goals
When you put your trust in Leib Zeisler, you are working with a professional who cares.
Additionally you have access to the resources and expertise of National Bank Financial – Wealth Management collaborators. This includes a full selection of investments, research and strategy, and a team of wealth management specialists focused on providing high-level expertise in financial planning, will and estate reviews, tax strategy, and insurance solutions.
Our team of experts
Senior Wealth Advisor
Amrita Basu
Senior Wealth Associate
English
Amrita has been in the financial industry for over 11 years working at major brokerage firms as a Wealth Associate. She has been a part of the NBF team since October 2017 and with Leib Zeisler's team since January 2019. With her extensive experience and knowledge, Amrita is well equipped to assist in all administrative matters that arise for our clients. She enjoys speaking with clients regarding any questions or inquiries they may have and provides reliable and efficient services. She has successfully completed her Canadian Securities Course, Conduct and Practices Handbook course as well as her Wealth Management Essentials Course. She lives in Calgary with her husband and twin boys and loves travelling.
Rebecca Gillies
Senior Wealth Associate
English
After beginning her career in broadcast journalism, Rebecca moved into the investment industry in 2006 and has been a part of Leib Zeisler's team since August 2016. Her primary role has been delivering impeccable client service and support and building relationships with Wealth Management in mind – a responsibility she discharges with tact and sensitivity. She is a specialist in the areas of client relations, cash management, trading, and administration and her dedication to delivering truly personalized client service has been key to her success. Rebecca has completed her Canadian Securities Course as well as the Conduct and Practices Handbook Course and plans to pursue the Wealth Management Essentials Course. Away from the office, Rebecca and her husband Marc are kept busy chasing their two toddlers Adalyn and Olivia and their pup Hank. She also enjoys watersports, snowboarding, finding solace in a good yoga class and has completed eight half-marathons.
Rebekah Smith
Associate
English
A welcome addition to the growing Leib Zeisler Wealth Management Team, Rebekah is already proving herself as a great support to our clients and team members alike. She brings with her valuable experience in accounting, small business management, real estate, and dance instruction. Her new role is all tasks related to operations and administration, from account opening and fund transfers to keeping the team’s calendars in good order. Rebekah is committed to fitness, participates in local volleyball leagues and community choir, hosts book club, teaches dance and has a soft spot for the rich culinary scene in Calgary, which she is looking forward to discussing with you anytime.
Our partners
Cory Papineau, BA, CFP
Senior Advisor, Financial Planning & Advisory Services¹
National
Bank Financial - Wealth Management
Cory has worked in the financial services industry for over 20 years, providing clients with accurate, timely and comprehensive financial planning solutions. He holds a Bachelor of Arts degree from the University of Manitoba and has obtained the Certified Financial Planner (CFP) designation.
Cory has worked with a wide range of clients, including business owners, professionals, retirees and families. He provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and insurance planning. Cory has continually developed his skills and knowledge through education, mentorship and hands-on experience.
Cory’s motto is Plan Well. Live Better. He is an advocate for financial planning as a foundation for helping clients live the life they want to live.
Cori Timmons
Estate & Insurance Advisor
National
Bank Insurance Firm
Cori Timmons, BA, CFP, CLU, CHFC, is an active member of Society of Trust and Estate Planners (STEP), Estate Planning Council Calgary, Financial Planning Standards Council and Advocis.
Her areas of expertise include Wealth Creation, Risk Management, Insurance & Estate Planning. As founder of a unique planning process she has helped numerous families make sense of what is often considered a confusing and over whelming process.
Garrett Blakely
Senior Private Banker
National
Bank Financial Banking Center
As a Senior Private Banker, Garrett Blakely provides tailored wealth
management solutions to a select group of clients. Mr. Blakely works
with clients, their families and their advisors to deliver
sophisticated banking, personalized short- and long-term lending
solutions and flexible credit packages. As needed, he will draw on an
extensive team of wealth management specialists who can provide
specific tax, estate and business owner planning, among other
services.
Because he works with a relatively small number of
clients, Mr. Blakely is able to ensure discrete, responsive service
and the level of attention his clients require at all stages of their
financial lives.
Mr. Blakely’s financial services career spans nearly two decades, and has included roles in private banking and financial planning, where he worked with diversified businesses, including agriculture, manufacturing, energy services, medical professionals and other specialized client groups, to provide both lending and financial planning advice and counsel.
Mr. Blakely holds his Personal Financial Planner designation, and
holds a Bachelor of Management degree from the University of
Lethbridge, a Master of Business Administration from Vancouver Island
University and a Masters of Science from the University of
Hertfordshire.
Originally from Medicine Hat, Mr. Blakely now
calls Calgary home. Away from the office he enjoys spending time with
his wife and daughter travelling, at their family cabin and getting in
as many rounds of golf as he can.
Connie Hykaway
Senior Advisor, Estate Planning²
National Bank Financial
Connie holds a Bachelor of Commerce degree with a major in Accounting as well as a Bachelor of Laws degree from the University of Alberta. She is a member of the Law Society of Alberta and the Canadian Bar Association and she has her Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners. With over 20 years experience in providing estate planning assistance to affluent clients, Connie provides detailed information so clients can make well-informed decisions based upon their personal, financial and tax situations, their personal priorities and the needs of their estate. Her goal is to help clients achieve peace of mind by knowing that their affairs are in order.
Bryan Ference, CLU, CHS, EPC
Insurance Advisor
National Bank Financial
Bryan brings over 27 years of industry experience to his role as Business Development Manager, Insurance.
Bryan provides education and sales support to Wealth Advisors and their teams. He uses his expertise and experience to provide individualized, intelligent solutions for their clients and prospects.
Bryan is a student of the business and is always striving to enhance his knowledge through profession development courses. He currently holds a CLU(Chartered Life Underwriter) designation, a CHS(Certified Health Specialist) designation as well as the EPC(Elder Planning Counsellor) designation.
David Green
Premium Banker
National
Bank Financial - Wealth Management
As a Premium Banker David advises individuals, families, professionals, business owners and executives on banking, lending and cash flow management. Our Premium Banking service is designed to meet all your banking needs – from simple to complex. David will focus on understanding your needs to provide a full range of personalized banking, lending and payment solutions to help you and your family save time, simplify life and achieve your goals. David has 17 years of banking experience in several different roles including personal and business banking.
When not in the office David enjoys time with his family, hiking, traveling, camping, and riding his motorcycle.
The Taxation, Retirement and Estate Planning Team from National Bank Trust
We work closely with this team of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.
- Financial Planners are authorized to act in the field of
Financial Planning. They exercise their duties for National Bank
Financial Inc., a financial planning firm.
- We
work closely with the Taxation, Retirement and Estate Planning Team
from National Bank Trust, made up of multidisciplinary experts who
provide knowledge and advice that complement our service offering.
These experts assist us in providing the best solutions for your
personal finances related to taxation, retirement and estate
planning.
- Insurance products and services are
provided by National Bank Insurance Firm (NBIF) or by NBF Financial
Services (NBFFS), as applicable. NBIF and NBFFS are not members of
Canadian Investor Protection Fund (CIPF). Insurance products are not
protected by CIPF.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
